The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation
Preselected recipients only
The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation is a private foundation in Bethesda, Maryland. In tax year 2024 it gave $24.5 million in 209 grants; the typical grant was $50,000 and the largest $5.0 million. It only gives to organizations it selects itself and does not accept unsolicited applications.
From its IRS Form 990-PF for tax year 2024.
- Grants paid, 2024$24.5 million
- Number of grants209
- Typical grant$50,000
- Largest grant$5.0 million
- Assets$546 million
- New grantees30%
Giving in 2024 was up from $24.2 million the year before.
30% of its 2024 grantees had not received a grant from it the year before, a mix of repeat and new grantees.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $24.2 million | 200 | $482 million |
| 2024 | $24.5 million | 209 | $546 million |
How to apply
The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.
What The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation funds
Where it gives
Its US grants went to recipients in 13 states, the most to District of Columbia. It also paid $200,000 in 3 grants to recipients outside the US.
| State | Grants | Amount |
|---|---|---|
| District of Columbia | 93 | $12.6 million |
| New York | 48 | $5.5 million |
| Maryland | 38 | $4.5 million |
| Virginia | 8 | $623,662 |
| California | 7 | $420,000 |
| Massachusetts | 4 | $285,000 |
| Ohio | 1 | $200,000 |
| Arizona | 1 | $125,000 |
| North Carolina | 2 | $45,000 |
| Georgia | 1 | $30,000 |
Grants paid in 2024
| Recipient | Purpose | Amount |
|---|---|---|
| Civic Nation When We All Vote | General charitable purposes | $5.0 million |
| Jewish Federation of Greater Washington | General charitable purposes | $1.0 million |
| Jewish Federation of Greater Washington | General charitable purposes | $750,000 |
| The Sarah and Daniel Rueven Foundation Inc | General charitable purposes | $703,000 |
| Capital Area Food Bank | General charitable purposes | $700,000 |
| The March Forth Foundation | General charitable purposes | $590,000 |
| The Sarah and Daniel Rueven Foundation Inc | General charitable purposes | $557,500 |
| America Votes Education Fund | General charitable purposes | $500,000 |
| Hopewell Fund | General charitable purposes | $500,000 |
| Israel Policy Forum | General charitable purposes | $500,000 |
| Jewish Federation of Greater Washington | General charitable purposes | $500,000 |
| Natural Resources Defense Council | General charitable purposes | $500,000 |
| Our American Future Foundation | General charitable purposes | $500,000 |
| Our American Future Foundation | General charitable purposes | $500,000 |
| Sierra Club Foundation | General charitable purposes | $350,000 |
| Capital Impact Partners | General charitable purposes | $315,000 |
| Anti-Defamation League | General charitable purposes | $300,000 |
| Birthright Israel Foundation | General charitable purposes | $300,000 |
| The March Forth Foundation | General charitable purposes | $275,000 |
| ACLU Foundation | General charitable purposes | $250,000 |
| Informing Democracy | General charitable purposes | $250,000 |
| Chesapeake Bay Foundation | General charitable purposes | $200,000 |
| Kids in Need of Defense | General charitable purposes | $200,000 |
| Planned Parenthood of Metropolitan Washington | General charitable purposes | $200,000 |
| Red Wine & Blue Education Fund | General charitable purposes | $200,000 |
| Target ALS Foundation | General charitable purposes | $200,000 |
| United States Holocaust Memorial Museum | General charitable purposes | $200,000 |
| Gather Inc | General charitable purposes | $187,500 |
| Gather Inc | General charitable purposes | $187,500 |
| Gather Inc | General charitable purposes | $187,500 |
| Institute for Public Health Innovation | General charitable purposes | $160,000 |
| Human Rights Campaign Foundation | General charitable purposes | $150,000 |
| Florence Immigrant and Refugee Rights Project | General charitable purposes | $125,000 |
| Global Impact | General charitable purposes | $125,000 |
| Pef Israel Endowment Funds | General charitable purposes | $125,000 |
| Shalom Hartman Institute of North America | General charitable purposes | $125,000 |
| Manna Food Center | General charitable purposes | $122,568 |
| Children's National Hospital | General charitable purposes | $120,000 |
| Brandeis University | General charitable purposes | $110,000 |
| DC Central Kitchen | General charitable purposes | $107,000 |
Officers and trustees
- Susan R Gelman
- Michael C Gelman
Questions people ask
Does The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation accept grant applications?
No. Its IRS filing says it only makes contributions to preselected organizations.
How much does The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation give?
$24.5 million in tax year 2024, across 209 grants, with a typical grant of $50,000.
Who runs The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation?
Its 2024 filing lists Susan R Gelman (Director/President) and Michael C Gelman (Director/V.p./Treas./Sec.).
What does The Morningstar Philanthropic Foundation D/B/A the Morningstar Foundation fund?
Based on its grants, mainly community development, faith communities and food and hunger.